401(k) · DOL Form 5500 · 2022

Lutheran Retirement Ministries of Alamance County, North Carolina 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
390
Participants Below avg headcount
62nd
Percentile by assets National rank
$21,758
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Retirement Ministries Employees' Retirement Plan and Trust · Sponsored by Lutheran Retirement Ministries of Alamance County, North Carolina · North Carolina · Other Services

$8M in assets, 390 participants

Lutheran Retirement Ministries of Alamance County, North Carolina's Lutheran Retirement Ministries Employees' Retirement Plan and Trust reported $8M in total assets and 390 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,507 in Other Services (8,398 peers)

Coverage in North Carolina

Lutheran Retirement Ministries Employees' Retirement Plan and Trust covers 390 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#6,507
in Other Services (8,398 peers)
+15.9%
assets growth YoY

Lutheran Retirement Ministries Employees' Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers

Lutheran Retirement Ministries Employees' Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,485,493 Top 38% higher than 62% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lutheran Retirement Ministries Employees' Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Retirement Ministries Employees' Retirement Plan and Trust sits mid-pack in the medium band (390 participants).

Form 5500 schedule snapshot

Filing strip 561270984 · Lutheran Retirement Ministries of Alamance County, North Carolina PY 2022 · 401(k)

Lutheran Retirement Ministries Employees' Retirement Plan and Trust · $8M · 390 · 62nd

  • SCH $8M
  • SCH 390
  • SCH 62nd
  • SCH 401(k)
  • SCH near Johnson City Urological Clinic, P.C. 401(k) Profit Sharing Plan
  • SCH ind #6507

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in North Carolina →

Lutheran Retirement Ministries Employees' Retirement Plan and Trust in the asset neighbourhood

Lutheran Retirement Ministries Employees' Retirement Plan and TrustLutheran Retirement Ministri…$8MJohnson City Urological Clinic, P.C. 401(k) Profit Sharing PlanJohnson City Urological Clin…$8MCgi, Inc. Retirement Savings PlanCgi, Inc. Retirement Savings…$8MAssociated Grocers of the South 401(k) Profit Sharing PlanAssociated Grocers of the So…$8MReilly Sweeping, Inc 401(k) Profit Sharing PlanReilly Sweeping, Inc 401(k) …$8M
End-of-year total assets ($M) among Lutheran Retirement Ministries Employees' Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN561270984
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Retirement Ministries of Alamance County, North Carolina)

Sponsor-wide plan assets over time

All Lutheran Retirement Ministries of Alamance County, North Carolina plans reported in each filing year

Latest sponsor-wide plan assets
$14M 61.9599356218902% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.49M $13.7M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 390 $8M
2023 1 416 $11M
2024 1 429 $14M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lutheran Retirement Ministries Employees' Retirement Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Lutheran Retirement Ministries Employees' Retirement Plan and Trust, Total assets ($B): 0.008485493 · Participants: 390Lutheran Retirement Ministries Employees' Retirement Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Lutheran Retirement Ministries Employees' Retirement Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lutheran Retirement Ministries Employees' Retirement Plan and Trust side-by-side with 3 peers →

Lutheran Retirement Ministries Employees' Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Johnson City Urological Clinic, P.C. 401(k) Profit Sharing Plan in TN ($8M); by covered participants it is Otterbase 401(k) Plan in MI (390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (390 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lutheran Retirement Ministries Employees' Retirement Plan and Trust assets move in 2022? ▼
Lutheran Retirement Ministries Employees' Retirement Plan and Trust grew sharply - up 15.9% during 2022, from $7M to $8M. Reported net income was $1M.
How have Lutheran Retirement Ministries of Alamance County, North Carolina plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Retirement Ministries of Alamance County, North Carolina's sponsor-wide assets grew 62.0%, from $8M to $14M.
Which 401(k) plans are similar in size to Lutheran Retirement Ministries Employees' Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Johnson City Urological Clinic, P.C. 401(k) Profit Sharing Plan in TN ($8M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Lutheran Retirement Ministries Employees' Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Otterbase 401(k) Plan in MI (390 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561270984.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.